Angela Kwon, FPQP®

Client Relationship Manager

Angela facilitates client relationships and supports financial planning processes to ensure smooth communication. With years of experience as a teacher, Angela’s thoughtfulness and attention to detail allows our clients to be sure that their plans are meticulously cared for. Angela earned the Financial Paraplanner Qualified Professional™ designation in 2022, holds the FINRA Series 65 license and earned her Bachelor’s in Elementary Education from Towson University. 
Outside of her professional work, Angela enjoys reading, baking, and spending quality time with her husband, Stephen, and their dog, Kaia.